I joined Edward Jones in 2002 because I wanted to help individual investors work toward achieving their financial goals. As a 1996 graduate of the University of Northern Iowa, I hold a degree in finance and a minor in economics. I also received my AAMS® professional designation in 2007 from the College for Financial Planning.
As a part of the Cascade community, I am an active member of the St. Matthias Catholic Church. Additionally, I serve as a member on the Aquin Finance committee as well as the Cascade High School Booster Club. I am also the President of the Cascade Economic Development.
However, my most gratifying role is that of a father and a husband. My wife, Amy, and I have been blessed with four children: Madeline, Julia, Luke and Peter. We have lived in Cascade since 1999, and our lives are kept busy with baseball, volleyball, wrestling and other community activities.
Working over 17 years together with my senior branch administrator, Jan, we are prepared to provide you with the highest level of personalized service possible. We are inspired seeing our clients recognize their plans and dreams coming to fruition. We enjoy knowing we have a partnership in planning your legacy.
In our office, we are focused on you and your goals. We thank you for considering our services and would appreciate the opportunity to partner with you to plan for and attain your unique goals and needs.
Office Address100 Fox St SE
Cascade, IA 52033 opens in a new window
Mailing AddressP O Box 68
Cascade, IA 52033
Phone NumberBrad W Ludwig at (563) 852-7055
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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